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Category Archive for: ‘Wealth Management’

  • Rear View Mirror

    Counting Backwards

    During my annual physical, my physician has me count backwards by sevens to test my cognitive skills.  Being in my early fifties I think this might be overkill, but the doctor’s staff assures me they are establishing a benchmark. Counting backwards can be useful in …

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  • E832b80d2df5053ecd0b470de7444e90fe76e6dd1bb3144397f9c2 640 Stock Market E1482252767726

    Gym Class and PE Ratios

    Buy not on optimism, but on arithmetic. – Benjamin Graham When I was a senior in high school, my counselor informed me that I would not be able to graduate due to a lack of credits in PE. Long story, but I found myself in a …

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  • E835b80c20fc083ecd0b470de7444e90fe76e6dd18b4174296f1c3 640 Stock Market

    27 and You

    Many of you are probably familiar with the DNA and ancestry service 23andMe. Not only can the service tell you the ancestry of your forefathers, the company can also tell you what maladies you may inherit because of your ancestral history. They claim to have …

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  • Investing in Election Years

    Elections and the Market

    Regardless of your politics, I believe we would all agree this year’s election was historical and unprecedented. In addition, the results point to our divided electorate with the country split evenly between the two major party candidates. For the few days following the election, the …

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  • Accelerate the Curve

    Accelerate Through the Curve

    Ever since high school, I wanted an MG. When my daughter started driving, I found a beautiful yellow 1969 MGB GT and, like so many dads, I purchased the car ‘for her’. Long story (involving a choke and stick shift), I ended up with the …

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  • Perception vs. Reality

    If you had been living off the grid since January and just turned on the television, you might be led to believe we are in the middle of a roaring bull market. There are plenty of pundits who say that the market still has room …

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  • 6093690339 A09493f126 Financial Planning

    Reasons for Continued Stock Market Volatility

    The recent bounce in U.S. stocks has been welcomed after the tumultuous January and most of February 2016.  Does this mean that we will race back to the S&P 500 market high of last year?  Of course short term market forecasting can be a futile …

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  • 11431740684 7a83a4e13b Volatility

    Good Read

    The last two weeks can definitely be defined as volatile. The financial press attributed the volatility to China, the price of oil, and investor sentiment.  A number of people are not only questioning why China should move the US market but also why one should …

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  • Ef35b40b2af51c3e81584d04ee44408be273e7d219b2154593f1 640 2015 Calendar

    Recap of 2015

    January 2015 started out with such high hopes for a lot of forecasters. Top forecasters projected that the S&P 500 index would end somewhere between 2100 to 2350 by December 2015.  However the S&P 500 ended in the red for the first time since 2011 …

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  • 6407270781 5287c9b6df Federal Reserve

    How Big is the Fed’s Balance Sheet?

    “A billion here, a billion there and pretty soon you’re talking about real money” –  Senator Everett Dirksen When the late Senator Dirksen served in the Senate, billions were the denomination of the U.S. government.  A half a century later, trillions are the current denomination …

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